YorkBridge Wealth Partners’s South Jersey Industries, Inc. SJI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-73
| Closed | -$2K | – | 858 |
|
|
2018
Q2 | $2K | Hold |
73
| – | – | ﹤0.01% | 808 |
|
|
2018
Q1 | $2K | Hold |
73
| – | – | ﹤0.01% | 803 |
|
|
2017
Q4 | $2K | Buy |
73
+18
| +33% | +$493 | ﹤0.01% | 825 |
|
|
2017
Q3 | $2K | Hold |
55
| – | – | ﹤0.01% | 810 |
|
|
2017
Q2 | $2K | Hold |
55
| – | – | ﹤0.01% | 804 |
|
|
2017
Q1 | $2K | Hold |
55
| – | – | ﹤0.01% | 793 |
|
|
2016
Q4 | $2K | Buy |
+55
| New | +$2K | ﹤0.01% | 791 |
|